Asset Management
Real estate investments of large, valuable, or complex assets require special attention. Like a financial advisor managing a stock investment portfolio, asset management services provide you with the comfort of knowing your real estate assets are regularly monitored with strategic decisions focused on the investment goals.
Numerous companies claim they “manage like owners” even though they are not. Our approach to asset management is authentically rooted in ownership, as we stand as co-owners alongside you. Our robust asset management solutions will mitigate your risk and optimize your investment portfolio. Asset management services include:
- Investment strategy – we develop a custom tailored strategy based on the asset and highest and best return/hold scenario (or portfolio strategy development)
- Property selection and assessment
- Proactive monitoring of asset allocation to ensure risk is mitigated
- Research and analysis on new opportunities to ensure it fits the required metrics
- Performance monitoring and reporting
- Financial and tax considerations
- Transparent client communication
- Property manager oversight and accountability
- Tenant relationships and accountability, especially assets that require tenants to be responsible for maintenance and Capex
- Lease analysis and negotiations
- Property enhancement and development planning and implementation
- Risk management – facilities, insurance, etc
- Disposition and exit strategies
- Compliance and regulations
- Long-term and strategic tenant lease planning
- Long-term capital expenditure schedules inclusive of annual updates and monitoring